retirement accounts
Nest egg vehicles
Retirement accounts are investment accounts with special tax advantages, designed to encourage saving for old age.
Common types include 401(k)s, IRAs, and pensions.
Contributions or earnings may be tax-deferred or tax-free depending on the account type: She maxed out her retirement accounts this year.
Early withdrawals typically incur penalties.
- contribution limitsMaximums on donations allowed
- bondsTies that unite
- stocksOwnership stakes or inventory
- mutual fundsCollectively managed securities portfolios
- annuitiesPeriodic fixed payments
savings · rainy day fund · tax deferral · early withdrawal · 401(k) · employer match · Roth IRA · pension plan · rollover · diversification · IRA · index funds · investments · fiduciary duty · tax code · vesting schedule · estate planning · Social Security
- investingstocks, stock, bonds, investing, investor
- domestic investmentstocks, bonds, real estate, mutual funds, ETFs
- retirement savings403b, 401(k), 401k, pension fund, pension pot
- retirementretirees, retiree, pension plan, pension, pensioner
- investmentsbonds, stocks, securities, investment, equities
- estate planningexecutor, trust, beneficiary, will, probate
retirement accountschecking accounts
Accessible bank funds
liquid assets · cash on hand · savings accounts · spending money · petty cash
retirement accountscredit card debt
Money owed on plastic
consumer debt · payday loans · credit lines · personal loans · mortgages
retirement accountsstudent loans
Borrowed funds for tuition
consumer debt · credit cards · active income · discretionary spending · living expenses